+113.2%
WDC vs LPLA
-16.5%
+129.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.6% | -11.4% | -7.6% |
| 7D | -18.3% | +15.7% | -34.0% | -20.9% |
| 30D | -26.7% | -6.2% | -20.5% | -25.4% |
| 3M | -40.9% | -12.0% | -28.9% | -38.8% |
| 6M | -26.8% | -2.7% | -24.0% | -27.1% |
| YTD | +88.2% | -12.5% | +100.7% | +106.1% |
| 1Y | +113.2% | -16.5% | +129.7% | +153.6% |
| All | +113.2% | -16.5% | +129.7% | +153.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling